Netflix

Inside the Stream: Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations Posted on 11-07-2025
Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the...
Inside the Stream: Netflix’s Ad Revenue to Double; Can Peacock Fly With the NBA? Posted on 10-24-2025
Netflix reported Q3 ’25 results this week and said it expects advertising revenue to more than double in 2025 vs. 2024. As Colin and I discuss, it wasn’t that long...
Inside the Stream: Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN Posted on 10-10-2025
Netflix is getting closer to achieving parity revenue on subscribers to its ad-supported tier compared to subscribers to its ad-free. Colin shares his detailed analysis outlining the numbers. Then we...